Gifts of Stock or Appreciated Securities
Take advantage of appreciated securities while avoiding capital gains tax by making a donation of your assets. To begin, complete our Stock Transfer Intention form here to inform us of your gift intention (once we receive the form, an demo representative will contact you). Next, please contact your broker to initiate the actual transfer.
How It Works
- You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to designation.
- Demo sells your securities and uses the proceeds for our programs.
- Use our Stock Transfer Form to facilitate the gift.
Benefits
- You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).
- You pay no capital gains tax on the transfer when the stock is sold.
- Giving appreciated stock can be more beneficial than giving cash. The "cost" of your gift is often less than the deduction you gain by making it.
Next
- More detail on gifts of stock and appreciated assets.
- You can use our Stock Transfer Instructions.
- Frequently asked questions on gifts of stock.
- Contact us so we can assist you through every step.